Wells Fargo Advisors

Providing Personal Wealth Advisory Services

 

 

The Hall Wealth Management Group of Wells Fargo Advisors was established with the commitment to be the personal financial officer for each of our clients. We advocate a disciplined process to help clients define their objectives, then develop and implement a plan to achieve them. This process is designed to address both the investment performance needed to support client goals AND the investor behavior necessary to ensure that the plan functions smoothly. It is the synergy of these key elements that we believe gives our clients greater confidence in the success of their life dreams and plans. We continually support this process with advanced technology, client coaching and education, and comprehensive reporting and communication.

 

We provide our services without potential conflicts of interest and subjective commission-based transactions. Using a variety of fee-based compensation arrangements, based on the value of the assets in your account, we have a greater personal stake in your success. We work primarily with clients who have investable assets, excluding real estate, of $1,000,000 to $5,000,000 and with clients who value a disciplined process for wealth management.
 

 

We designed this website for two primary purposes:  


 

1.  To provide an interactive site that features market news, quotes, commentary and a variety of calculators where you can independently explore to find answers to questions and “what if” scenarios that may be on your mind.

2.  To provide information to our clients and potential customers through an educational component divided into two main areas: 

  a.  Use the "Learning Center" to access articles and newsletters that provide helpful  information on a variety of topics related to financial and investment success.
  b.  Use the links to the left to learn more about the team members and services of The Hall Wealth Management Group.   
 

Please take advantage of this resource.  Save it to your favorites and share it with others who may benefit from it.  We can help you plan to live your life the best way possible (as defined by you) without unnecessary financial sacrifice or inappropriate exposure to risk. 
 

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Newsletters

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

More Newsletters →